Latest News: Morgan Stanley Raises Its Tesla Second-Quarter Delivery Forecast; Sales Trends in Europe and China Are Better Than Expected, Driving TSLA’s Stock Price Up Sharply by 8% in a Single Day and Increasing Its Market Value by More Than $110 Billion—On Track to Record Its Best One-Day Performance Since June 2025.
Latest News: NVIDIA (NVDA) shares plunged more than 8% in June, reaching the lowest level since April 14. The company’s market value has evaporated by more than $400 billion, and it has underperformed the S&P 500 for the first time since 2022.
All four major U.S. stock indexes rose, with the Nasdaq 100 up 3.83% TSMC ADR rose 5.26%; SPCX rose 7.15% Taiwan Index Futures’ night session rose 1.77%, and tech stocks mostly gained
Key financial and economic events to watch today are as follows: 1. GameStop said it will continue its eBay acquisition plan 2. Strategy rose after announcing a $2 billion share buyback 3. The yen fell to a nearly 40-year low of 161.95 4. Rumor: Apple will launch its 2nm chip on September 9 and unveil its first foldable phone 5. U.S. Strategic Petroleum Reserve crude oil stockpiles fell to the lowest level since 1983 6. Bloomberg: Super Micro’s SMCI office was subject to a surprise investigation 7. Amazon changed to charging Anthropic’s compute power fees in tokens
I tried it. Hung a Korean ladder to browse Pinduoduo—cheap. Hung a Singapore ladder to browse Taobao—cheap. Hung a Hong Kong ladder to browse Xiaohongshu—cheap.
I’m really going to die laughing— the Iran-Iraq war is really naughty, truly a two-day weekend.
On Saturday they started blowing things up, and then just now, before the stock market opened on Monday, the US and Iran announced a ceasefire together at the same time.
Latest news: Apple is lobbying the Trump administration to seek approval to purchase memory chips from Chinese company CXMT, but CXMT has been blacklisted by the U.S. Department of Defense. The report was disclosed by the Financial Times.
Hold on, the market is about to open—let’s first take a look at the current situation. Although the holiday U.S.-Iran exchange of fire has been canceled and the talks won’t take place, it’s still expected that they will resume within the next few days. Even though last Friday the Taiwan stock market and the U.S. stock market both fell sharply, in the end the Taiwan index futures’ overnight session rebounded by 1.22%.
Right now, the three major U.S. stock index futures are up in the overnight session by 0.5% to 1%. The U.S. dollar index continues to stay around 101. Bitcoin and gold are down slightly, about 1%. Oil prices have been holding around $70 and have not been affected by the U.S.-Iran exchange of fire.
South Korea’s market opened down nearly 2%. Japan’s Nikkei is up 0.5%.
Will Taiwan’s stock market be able to hold steady today, right??
Latest Update: The Bank for International Settlements (BIS) warns that private digital tokens fail to meet the basic requirements of sound money, which could lead to fragmentation of the global financial system. It urges policymakers everywhere to accelerate the tokenization of central bank and commercial bank money.
Latest news: Apple is seeking approval from the Trump administration regarding its purchase of storage chips from China’s memory chip maker CXMT. However, CXMT was added to the U.S. blacklist over allegations of links to the military. The matter was first reported by the Financial Times.
Musk announced that Grok 4.5, trained on a 1.5-trillion-parameter V9 base model, has entered beta testing at SpaceX and Tesla.
Key points: · Base model: V9, with 1.5 trillion parameters · Beta scope: SpaceX, Tesla · Additional training: includes Cursor data
Competition in the AI large model race is still accelerating, as leading players are pushing capabilities into internal business scenarios for testing.
Geopolitical tensions are heating up, and Bitcoin’s response is muted
As the situation between Iran and the U.S. escalates again, navigation through the strait has once more been restricted. Bitcoin fell slightly by about 1%, and the market reaction was not particularly intense.
Key economic and financial highlights: · The average price of notebook PCs has returned to a 10-year high · Samsung’s foreign shareholders have reached their lowest level in nearly 13 years · Gold has fallen for the fourth consecutive week · Price increases for TV LCD panels have paused; in June they may fall · SpaceX will be added to the Nasdaq 100 on July 7 · China’s May profit of industrial enterprises rose 21.1%, mainly driven by AI-related businesses · NASA selected Relativity to partner on a Mars exploration mission · Google restricts Meta’s use of the Gemini AI model
💡 Where are ordinary people’s opportunities in the next 5 years?
Not in the big headwinds—capital, channels, supply chains, traffic—someone has already claimed the slots.
The real opportunities are actually in small demands that big companies find too much trouble to handle.
📌 A few examples: · In-home organization for people living alone · Light entrepreneurship “coaching and accompaniment” for career professionals · Phone services for middle-aged and elderly people · Upgrading local life in county towns · Emotional value and companionship within small circles
✅ Shared characteristics: · Real customers and clear, specific needs · Low cost to get started · Big players are unwilling to do it
It’s not that there are no opportunities—it's that people are still using an industrial-era mindset to look for them, always trying to “compete on” capital, resources, and scale.
Ordinary people’s first bucket of gold isn’t afraid of being small—it’s afraid of going up against “big players” right from the start.
China’s economic downturn is really getting worse—so much so that even women who drive a BMW 325 are looking to be paid for relationships at 20,000 yuan a month. And women who drive a BMW 325 are still willing to act very obedient for money. Looks like something big is about to come.
At yesterday’s close, someone gradually bought SPCX call options worth $1.4 million with a strike price of $300, set to expire next Thursday (July 2). This trade has doubled—don’t tell me anything big SpaceX is going to announce next week.
Bought Bitcoin for 130,000, now it’s at 60,000 Bought gold for over 12,000, now it’s at over 8,000 Bought silver for 32, now it’s at 14 Bought a building for 1.3 million, now it’s at over 50 Bought BBA for 500,000, now it’s at over 20 Only the wife you married for just over 20, now it’s at over 40